The Weekly Brief
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Confidence Rebounding
We’re beginning to see confidence reemerge across a range of indicators. We explore the implications for markets in the Weekly Brief.
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Inflation Persistence
The risks are rising that inflation may become more persistent, which could keep interest rates higher for longer.
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Labor Participation Rising
Increasing labor participation can help further dampen wage inflation, which is welcome news for the Federal Reserve.
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Soft Landing Ahead?
For every month that inflation ticks lower and the economy holds strong, we get closer to a soft landing scenario.
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Economy Slowing Down
Daily and weekly high-frequency indicators are beginning to show signs of weakness in the US economy.
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Hawkish Fed Loop
As inflation falls, markets may turn bullish, which could result in a slower descent to the Fed’s 2% target.
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Wage Inflation Slowing
As wage inflation starts to moderate, the Fed may be in a position to be less hawkish in the months ahead. Learn more in the Weekly Brief.
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A New Narrative
The story in markets is evolving as we wrap up 2022 and head into the new year.
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